High Net Worth Individuals
They need our advice.
Many of our individual tax return clients come from the businesses we support. In addition, we do have a tax practice of individual clients who depend on our tax and financial planning support. Our clients are looking to meet compliance deadlines, minimize tax liability, manage financial positions, and evaluate risk.
Some of the services we provide these clients are:
- Tax planning
- Federal, state and local tax return preparation
- Retirement plans
- Estate planning
- Trust accounting
- Audit representation
- Life cycle record keeping
- Customized record keeping
Often we are involved in family decisions.
When an owner decides to buy, sell or terminate a business there are financial decisions to make. There may be gains to recognize, losses to take advantage of, contracts to review, as well as cash flow analysis, and long range planning to conduct. At some point an estate plan needs to be created, which will need to address long-term care, insurance, asset management and distribution planning, and measurement of the tax impact of these decisions. In the end, our goal is to help people sleep better at night.